0330 038 8938
Based in Shrewsbury
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2023
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ollie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
3
Recent Client Reviews
Ollie has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 25 February 2025
2
Qualifications Uploaded
Ollie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Transparent Fees
Ollie has not yet added their fees to their profile
Fees not yet added
43
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ollie (based on 43 first impressions)
100% of users who are not yet clients had a positive first experience with Ollie
Checks carried out by VouchedFor
FCA Regulated
Ollie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
3
Recent Client Reviews
Ollie has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 25 February 2025
2
Qualifications Uploaded
Ollie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Transparent Fees
Ollie has not yet added their fees to their profile
Fees not yet added
43
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ollie (based on 43 first impressions)
100% of users who are not yet clients had a positive first experience with Ollie
I have been working in the financial services industry since 2019 after achieving a first class degree in a International Business from the University of Liverpool. I made the step in to self-employment as an adviser and I am now providing specialist financial advice under Quilter Financial Advisers. If Quilter's Investment Proposition does not suit the client's requirements, I will research the whole of market and provide off panel (independent) financial advice. I provide tailored wealth management solutions to individuals and business owners. I focus on: • building long term relationships; • utilising cash flow modelling to clearly visualise and realise goals; • helping clients build and preserve their capital; and, • protecting them against risk. This is done through FULL and comprehensive financial planning. If Quilter's Investment Proposition does not suit the client's requirements, I will research the whole of market and provide independent financial advice. Please feel free to reach out to discuss any area of financial planning. I would be more than happy to help.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ollie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Ollie
Ollie is excellent ! Everything was explained in a way that is simple and understandable. I’m now able to plan better towards my future.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Ollie
Ollie was very knowledgeable and explained everything in a way that was easily understandable. Extremely useful session with a lot of very useful information to help me plan for retirement. It was really helpful to have the ongoing support also. Many thanks Ollie!
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Ollie
Ollie was friendly, professional and able to answer all my questions.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Ollie
Ollie was very knowledgeable and could answer whatever questions I asked. He explained the all the differences between schemes in simple terms and was happy to help with calculations to aid my decisions. He took a lot of time to ensure that I fully understood and was very patient if I had to ask for further clarity. I would recommend anyone in a similar position to me to contact Ollie!
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Ollie
Ollie gave me some very helpful pension guidance and went through my NHS TRS to clarify each section and the different options available and the implications. I found it easy to understand and my questions were answered and I am very thankful.
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